Import Employee Type - Pay Codes

Roles

This screen is available to users having any of the following roles: Administrator and P&R Administrator

License

This feature is available with any Unanet edition.

Performance Tip Note: Depending on the number of users in your installation and other factors such as the overall performance of your platform, the activity of importing one or many files may take up to several minutes. Should this be the case with your installation, you may want to consider running these processes at non-peak times to minimize database contention.

Import File Record Layout

Field Header Name

Required/Comments

1

A

Employee_Type_Code

ALWAYS REQUIRED. This Employee Type identifies the entry to which the pay codes will be managed. This value must match an existing Employee Type value defined in your system. If the value you are trying to import does not already exist in the database, the entire record will be rejected.

2

B

Pay_Code

ALWAYS REQUIRED. This value identifies the pay code being associated with the Employee Type. This value must match an existing active pay code value defined in your system. If the value you are trying to import does not already exist in the database, the entire record will be rejected.

3

C

Delete

This field can be used to trigger the system to delete an Employee Type to Pay Code association. In order for the delete to happen, you must include the following text string !DELETE! in this field.

Note: Check out the Unanet Data model for specific field data types, lengths, and other attributes.

Import File Format

The file to import must be saved in a comma delimited format. The fields can be enclosed in double quotes -- which would be particularly necessary should the data being imported contain commas.

Examples:

grp1,paycode2-- This will update an employee type group (named grp1) and leave it with a single pay code associated (paycode2).

grp2,"paycode1,paycode2,paycode3" -- This will update an employee type group (named grp2) and replace any existing list of pay codes with these three pay codes (paycode1, paycode2, and paycode3). Note: when listing more than one pay code, you must enclose the list of pay codes in double quotes.

grp2,"!APPEND!,paycode4,paycode5" -- Using the special tag !APPEND! -- this will append two additional pay codes (paycode4 and paycode5) onto the already existing user list for an employee type group (grp2).

grp1,paycode1,!DELETE! -- Using the special tag !DELETE! -- this will remove the pay code (paycode1) from the employee type group (grp1).

Importing a Sub-Set of Columns using a Field Header Record

If you are not using the default column layout sequence as defined above, you must include a header record (prefixed with an asterisk *), containing the column Header Names for those columns you are including in the import file (to indicated what data is contained in each column). The specific Header Names for each column are listed in the table above.

Excel Template

You can create the comma delimited import file with any number of tools. For those interested in using an Excel spreadsheet to create the file, you can download an Excel Template with predefined headers and required fields noted.

Import Screen

Field Descriptions:

Select the appropriate import type from the list of available types of imports.

File to Import

Enter (or browse for) the file that you would like to import.

Output Options

Specify the level of detail included in the output.

The import process is triggered by pressing the Import button. All Warnings and Error messages are written to the screen and can then be saved if desired. While some line items may be found invalid and rejected, the remaining line items will be successfully imported and saved in the database. The rejected line items will be written out to a file on the Unanet server as well as displayed at the bottom of the user feedback screen. The rejected record file name will be UnanetEmployeeTypePayCodeImportErrorxxx, where xxx is a randomly generated number. The file will be placed in the Unanet temporary directory (which is defined by the Temp Directory (Fully Qualified Directory Name) (unanet.temp_directory) Unanet property).